Experience

FUNDHOUSE

• South Africa
• Financial Services
• 1 - 100 Employee

• Head of Strategic Advisory Services

  • May 2016 - Present

• Consultant

  • Apr 2013 - May 2016

  I acted as a Consultant to FUNDHOUSE to develop and facilitate Practice Management programmes for Independent Financial Advisers. This role as consultant evolved into a permanent role within the business.


MitonOptimal South Africa (Pty) Ltd
• Chief Operating Officer

  • Jan 2013 - Dec 2015


Nedgroup Investments

• South Africa
• Investment Management
• 100 - 200 Employee

• Head of Institutional Consulting

  • Apr 2010 - May 2012

  I started the Institutional Consulting service within Nedgroup Investments which until that stage had been purely a retail focussed business. This service provided retirement funds and other institutional funds with consulting and analysis services, as well as offering investment solutions for the implementation of fund strategies.

• Head of Xchange Solutions

  • Apr 2006 - Mar 2010

  Xchange Solutions was a niche business within Nedgroup Investments that provided high touch services to a select group of Independent Financial Advisers who were clients of Nedgroup Investments. These services included providing bespoke investment solutions; high touch administration services and practice management consulting.



ipac South Africa

• Head of Research and Investment Management

  • Apr 1999 - Mar 2004

  I headed up a team that did global and local investment research, as well as researching and selecting local and international fund managers, and constructing investment portfolios for our IFA clients. Whilst in this role I also started ipac SA's Institutional Consulting business which focussed on developing and implementing investment portfolios for retirement funds and other institutional clients based on the quantified needs of individual retirement fund members. I headed up a team that did global and local investment research, as well as researching and selecting local and international fund managers, and constructing investment portfolios for our IFA clients. Whilst in this role I also started ipac SA's Institutional Consulting business which focussed on developing and implementing investment portfolios for retirement funds and other institutional clients based on the quantified needs of individual retirement fund members.



Graduate School of Business - University of Cape Town

• South Africa
• Higher Education
• 100 - 200 Employee

• Academic Faculty

  • Apr 1995 - Mar 1999

  My main areas of teaching and research were in the fields of Leadership, Communication, People Development and General Business Management. I taught core courses and electives on the MBA, Executive and AIM Programmes.

• MBA Director

  • Jan 1998 - Dec 1998

  As MBA Director I was responsible for the overall Academic management of the MBA Programme, including design, development and delivery, working with both local and international academics and industry experts.